Resources for Financial Advisors

The business market is highly competitive.  In order to succeed, it’s important to work with a team of competent professionals who can strategize with you as you deploy our industry’s leading resources to their advantage.  Our dedicated team members are here to provide you with intelligent insights, point-of-sale support, specialized underwriting solutions, as well as post-sale support for decades to come.

The following pages provide you with an outline of the most common business planning techniques – including their benefits, tax considerations, and the steps required to put each in place.  We’re also providing examples of how some of these techniques have already been deployed in the real world.

Financial Planning Guides
Fact Finders & Questionnaires
Business Planning Resources
Long-Term Care Insurance Planning Resources
Case Study: Construction Company Executive Key-Person Protection
Case Study: Golden Handcuff Bonus Arrangement on Manufacturing Executive
Case Study: 21 Lawyer Shareholder Partner Buy-Out